Be a strong team member in support of business unit goals and objectives
Strong working knowledge and skills in analyzing, structuring, and executing transactions with a focus on technical analysis
Actively participate in client planning sessions
Research and analyze data, preparing and presenting analytical information
Focused on product transactions/executions in addition to sales originations
Managing and executing tasks encompassing comprehensive financial modeling and valuation analyses
Partnering with sales/product team members, responsible for performing industry research, preparing pitch, management presentations, and other written materials
Requirements
Bachelor's Degree (preferred) OR equivalent experience (required)
1+ years of investment banking experience (preferred)
FINRA License S79 within 1-1/2 Yrs (required)
FINRA License S63 within 1-1/2 Yrs (required)
FINRA License S52 within 1-1/2 Yrs (required)
Proficiency with Excel, PowerPoint, and Word
Benefits
Incentive compensation which may include production, commission, and/or discretionary incentives